San Diego, CA Financial Planner

This has got to be the most god awful bank i have ever dealt with. Rude comdescending staff. They offer no help or solutions to problems at all. Dont go near this place.

Wasn't happy at end of settlement

Excellent service! I would recommend to anyone looking for honesty and reliability

This has got to be the most god awful bank i have ever dealt with. Rude comdescending staff. They offer no help or solutions to problems at all. Dont go near this place.

Whether you are a financially sophisticated gazillionaire running a web of companies from your megayacht or the kind of person who goes to the ATM to see if they have any ... more

As a client of Harrison & Associates, the first things that comes to mind is family. I feel so comfortable with this entire team, and entirely trust them to coach, inves ... more

Christopher Kearns is very helpful, knowledgeable and patient.

Telephone service is atrocious; on 7/6/22, CU rep gave me her WRONG name, said she was transferring me, then total disconnect! Subsequent call disclosed no such person, ... more

Friendly comprehensive service. Great financial advice.

Neal and his team are extremely professional and knowledgeable. Precisely what you need in a financial advisor. Highly recommend!

I want to say a special Thanks to the great Thrivent team of Tyler Jones and Michael Miller. It has been a wonderful experience getting to know and work with them this l ... more

Nichole is highly skilled in her work. She has successfully built a team of top-notch professionals in the industry to offer clients complete financial planning services ... more

I've worked with Philip since 2012 and have been extremely happy with his performance and our financial returns. Of Philip's many talents, one of his best is communicatio ... more

One of the things I like about Jake is that he is always asking me questions about my current self and my goals. How could someone help me plan for my future financially ... more

Abigail is the best! She answered all my questions thoroughly regarding finances. Im new to investing and budgeting and she got me in a solid plan that keeps my finances ... more

I was over my head. I had 8 credit cards all, almost maxed out. I would use Peter to pay Paul. I would pay one not the other. This went on for months. I was so stressed I ... more

Now CFO are definitely experts when it comes to accounting. They are very professional and reliable. I would recommend them to my friends and family.

I've personally used Tom's services now for over five years and highly recommend him. He is a person of great moral character and high integrity. He and his staff are ... more

The president and founder, Dustin TenBroeck provided great insight on saving and investing during the Loan Signing System conference! I'm looking forward to working with ... more

What an outstanding experience! In these uncertain times planning for the future is more important then ever. I thought I needed more assets and income to benefit from fi ... more

No printing paper? If I had a million dollars, I dont think, I would trust this bank. They send me to another bank because they didn't have cashier checks paper...

I have never yelped about a financial institution but I have to applaud the high quality customer service at TIAA Bank online. As a former banker, I am dismayed by the la ... more

We have nothing but good things to say about San Diego Wealth. Everyone on the team, especially our advisers - Mark and Aries - have been punctual, kind, patient, friendl ... more

Kha has been nothing short of exceptional in the time that I've been working with him on my portfolio. He has constantly exceeded my expectations with regards to my inves ... more

First thing first. If you call the office. They do not answer, even during business hours. If you leave a message, they do not call back. I’ve been trying to get my mon ... more

Very friendly staff, take the time to get to know you and understand whats most important. Would highly recommend this team to anyone.

Now CFO are definitely experts when it comes to accounting. They are very professional and reliable. I would recommend them to my friends and family.

Excellent service and a company I can trust.

Customers BEWARE. No one at this office answers the phone. Dont believe me, try calling the number. Ive left multiple messages. They do not call back. Ive been trying to ... more

Customers BEWARE. No one at this office answers the phone. Dont believe me, try calling the number. Ive left multiple messages. They do not call back. Ive been trying to ... more

Customers BEWARE. No one at this office answers the phone. Dont believe me, try calling the number. Ive left multiple messages. They do not call back. Ive been trying to ... more

If my insurance agent Patricia was still there, I would probably have given a 5; sadly she left and when I called for assistance I was greatly disappointed. My experience ... more

If my insurance agent Patricia was still there, I would probably have given a 5; sadly she left and when I called for assistance I was greatly disappointed. My experience ... more

Darrin Santos is a true professional, knowledgeable about financial planning and long term care insurance. His experience shows as he walks with you, guides you, through ... more

I have nothing but great things to say about working with Elizabeth Dawson and Katie Steck. Since 2019, I've been working with them at the start of my small business in S ... more

Responded to a letter and all I got was a lot of spam following the phone call to get more information

I don't recommend to anybody, no honor manage your accounts without any information

I have had the pleasure of speaking with Jay Robinson at Providence Wealth Planning. I look forward to working with him in La Jolla, CA. He is extremely knowledgeable o ... more

Brad is extremely intelligent and well versed in Financial Advising. He takes a client first approach and being a fee based advisor he looks out for your best interest.